Detailed Findings by Area
The ratings and notes captured against every item reviewed on this call, in full.
Financial Controls Review
Work through the trial balance, balance sheet control accounts and mapping with the customer's finance team.
Audit the main control accounts and confirm they reconcile to operational reports.
Labour Rates
Check that charge-out and cost rates reflect reality — this is often where margin is quietly lost.
Performance Metrics — Parts
Aged inventory, stock turn and fill rate — the three metrics that most directly tie up (or free up) cash.
Performance Metrics — Service
WIP, aged WIP and technician efficiency — unbilled and slow-moving work in progress is deferred revenue.
Performance Metrics — Sales
Cost management and pipeline visibility on wholegoods sales.
System Controls
Configuration issues here quietly undermine every report pulled from the system.
Reporting & Operational Controls
Whether insight from the system is actually being turned into weekly management action.
Summary & Recommended Next Steps
Generate this once the checklist is complete, then edit freely before printing — add anything from the call transcript that the checklist didn't capture.
Key findings
Auto-built from every Amber/Red item — edit as needed.
Consultant notes
Free text — paste highlights from a call transcript, or add anything else.
Priority actions & owners
Control and process fixes to agree with the customer.
Value & revenue opportunities
Underused features and recoverable revenue worth raising with the customer.